Audits & Wallstreet Sequels –...
December 6, 2023 This week on About Money: Mike, Al and returning guest Patrick Henley discuss audits, sequels, super cycle and Amptab – particularly how...
Read onFuture Planning versus Financial Planning
Future planning and financial planning differ from one another in a few ways. For one, financial planning assumes a static economy, while future planning assumes a more dynamic economy. Second, financial planning does not account for “black swan” events that can’t be predicted, such as the pandemic. It also bases its probability for returns on a Monte Carlo simulation using the bell curve. Future planning rejects the notion that returns occur on a bell curve.
At AFC we assess the gap between where you are and where you’d like to be. By looking at your circumstances, goals, and risk tolerance, we build a portfolio that suits your needs.
When done properly, the 401(k) becomes an investment in the company that can increase the bottom line.
Abigail Johnson, CEO Fidelity Investments
This week on About Money: Mike, Al and returning guest Patrick Henley discuss audits, sequels, super cycle and Amptab – particularly how...
Read onWill the Fed Lower Interest Rates in 2024 – Likely Here’s why and it is probably not what you would expect In 1965 President Lyndon Johnson had...
Read onWhat is the September Effect? It was another classic September. The market was down once again. It seems like every September the market sells off....
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